Barlow Wealth Partners’s Estee Lauder EL Stock Holding History

Barlow Wealth Partners’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-17,391	Closed	-$2.54M	–	155
2023 Q4	$2.54M	Buy	+17,391	New	+$2.31M	0.36%	47

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Barlow Wealth Partners's EL Position: Q1 2024 in Review

Barlow Wealth Partners sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 17,391 shares — an estimated $2.54M sold.

Barlow Wealth Partners first reported a position in EL in Q4 2023 and held it in 1 quarter. The position peaked at $2.54M in Q4 2023. 1,059 funds tracked by Wall St. Rank hold EL as of Q1 2024.

Barlow Wealth Partners reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
Barlow Wealth Partners sold 17,391 Estee Lauder shares in Q1 2024, an estimated $2.54M.
Barlow Wealth Partners first reported a position in Estee Lauder in Q4 2023 and held it in 1 quarter.
Barlow Wealth Partners's Estee Lauder position peaked at $2.54M in Q4 2023.
1,059 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Barlow Wealth Partners's 13F filing for Q1 2024, filed 18 Apr 2024.